Compare · 4 funds side by side · dividends reinvested

OSCV, IWM, VO and IWF

OSCVAptus×IWMiShares×VOVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,927IWF · best of the four

Story of the four · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the four · RiskSmallest drop

OSCV, IWM, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B1.8

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+15.8%+17.2%+19.3%+4.8%−11.1%18.8%$77.8B2.4

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.10%+13.5%+13.8%+12.2%+4.7%−9.1%12.4%$636M2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: OSCV 2018 · IWM 2000 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $636M$12,581

OSCV

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OSCV vs IWM: Top 5 Holdings

Today

OSCV

14.7%in top 5

IWM

in top 51.9%

OSCVStockIWM

3.5%CASH&OTHnot top 5

3.0%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.6%ENSGnot top 5

Cost, Income and Risk

Fees: OSCV, IWM, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

IWM0.19%$19

OSCV0.79%$79

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

IWM vs VB

YTD

iSharesIWM

+15.8%

VBVanguard

+15.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

IWM

iShares Russell 2000 ETF · $77.8B$12,619

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

OSCVMeasureIWM

+13.5%Year to dateJan 1 → Nov 11+15.8%

+13.8%1 yearTotal return+17.2%

+12.2%3 years · per year$10,000 became $14,123 · $16,985+19.3%

+4.7%5 years · per year$10,000 became $12,581 · $12,619+4.8%

0.79%Expense ratio$79 · $19 a year on $10k · lower is better0.19%

1.10%Trailing 12-mo yield$110 · $96 a year on $10k0.96%

−9.1%Worst dropSmaller is better−11.1%

12.4%VolatilityLower is calmer18.8%

OSCVIWM Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5IWM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5UMBF0.3%

not top 5MOG-A0.3%

Held in common4.3%

End-of-day Nov 11, 2026 · share of each fund

OSCV vs IWM Returns, Every Period

5Y

AptusOSCV

+4.7%

5 years, per year

IWMiShares

+4.8%

5 years, per year

OSCVIWMFaded: behind in that period

0–4IWM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

OSCV vs VO

YTD

AptusOSCV

+13.5%

VOVanguard

+15.0%

+13.5%Year to date+15.0%

−9.1%Worst drop · 1Y−8.2%

12.4%Volatility · 1Y13.1%

1.1%Yield1.3%

$636MAssets$103B

3–1VO wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: OSCV, IWM, VO, IWF

1Y

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

OSCV1.10%$110

IWM0.96%$96

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

IWM$96 − $19 = $77

OSCV$110 − $79 = $31

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: OSCV, IWM, VO, IWF

Today

9.4%most shared, VO and IWF

OSCVIWMVOIWF

OSCV—4.3%0.0%0.0%

IWM4.3%—0.0%0.0%

VO0.0%0.0%—9.4%

IWF0.0%0.0%9.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+17.2%IWM, at 18.8% volatility

OSCVWorst drop−9.1%12.4% vol

VOWorst drop−8.2%13.1% vol

IWMWorst drop−11.1%18.8% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VOIWM

+15.0%Year to date+15.8%

1.3%Yield1.0%

+15.0%Past year+17.2%

0.03%Fee0.19%

2–2level

End-of-day Nov 11, 2026

+15.8%Year to date+15.6%

1.0%Yield1.2%

$77.8BAssets$76.9B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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OSCV, IWM, VO and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four